MondegarAI
WEIK CAPITAL MANAGEMENT

Q4 2025 · 13F-HR

WEIK CAPITAL MANAGEMENTholdings as filed

Filed 2026-02-11 · accession 0001278793-26-000004

$266.9M
Reported value
92
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · WEIK CAPITAL MANAGEMENT · Q4 2025

AI · grounded in 13F

WEIK CAPITAL MANAGEMENT closed its position in Zoetis Inc. ZTS, reducing its holdings by $992,050. The fund established a new position in Adobe Inc. ADBE valued at $486,136. Additionally, the fund increased its stake in Vgd I-T Corp Index ETF VCIT by 19.93% and trimmed its holding in Berkshire Hathaway A BRK/A by 7.69%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp.$23.2M8.71%48,061CommonSOLE
02079k107Alphabet Inc. Cl C$21.1M7.92%67,372CommonSOLE
084670702BRK/BBerkshire Hathaway B$21.0M7.86%41,724CommonSOLE
743315103PGRProgressive Corp.$20.2M7.58%88,902CommonSOLE
872540109TJXTJX Companies$16.3M6.12%106,330CommonSOLE
931142103WMTWalmart Inc.$10.5M3.94%94,335CommonSOLE
084670108BRK/ABerkshire Hathaway A$9.1M3.39%12CommonSOLE
02079k305Alphabet Inc. Cl A$7.9M2.97%25,351CommonSOLE
949746101WMT2Wells Fargo$6.8M2.55%72,978CommonSOLE
22160K105COSTCostco Wholesale$6.5M2.44%7,563CommonSOLE
573284106MLMMartin Marietta Matrls.$6.5M2.44%10,474CommonSOLE
641069406NSRGYNestle Reg ADR$5.0M1.88%50,884CommonSOLE
67103H107ORLYO'Reilly Automotive$4.9M1.83%53,640CommonSOLE
57636Q104MAMastercard, Inc.$4.9M1.82%8,506CommonSOLE
46625H100JPMJPMorgan Chase$4.6M1.73%14,322CommonSOLE
191216100KOCoca-Cola Co.$4.4M1.65%62,995CommonSOLE
172908105CTASCintas Corp.$4.3M1.61%22,845CommonSOLE
92206C870VCITVgd I-T Corp Index ETF$4.3M1.60%50,974CommonSOLE
023135106AMZNAmazon.com, Inc.$4.3M1.60%18,482CommonSOLE
437076102HDHome Depot$4.0M1.50%11,644CommonSOLE
478160104JNJJohnson & Johnson$4.0M1.50%19,354CommonSOLE
539830109LMTLockheed Martin$3.6M1.35%7,428CommonSOLE
037833100AAPLApple Inc.$3.5M1.31%12,879CommonSOLE
92206c409Vgd S-T Corp Index ETF$3.3M1.24%41,588CommonSOLE
91324P102UNHUnitedHealth Group$3.2M1.20%9,670CommonSOLE
25243Q205DEODiageo PLC ADR$2.4M0.88%27,352CommonSOLE
879360105TDYTeledyne Technologies$2.3M0.88%4,600CommonSOLE
464287200IVViShares S&P 500 ETF$2.3M0.88%3,430CommonSOLE
808524102SCHBSchwab US Brd Mkt ETF$2.2M0.81%82,105CommonSOLE
025816109AXPAmerican Express$1.8M0.69%4,993CommonSOLE
459200101IBMInt'l Business Machines$1.8M0.68%6,162CommonSOLE
693475105PNCPNC Financial$1.8M0.68%8,660CommonSOLE
254687106DISDisney (Walt)$1.7M0.63%14,885CommonSOLE
942749102WTSWatts Water Technologies$1.7M0.62%6,000CommonSOLE
30231G102XOMExxonMobil Corp.$1.6M0.61%13,460CommonSOLE
67066G104NVDANVIDIA Corp.$1.5M0.57%8,115CommonSOLE
921908844VIGVgd Div Apprec ETF$1.5M0.55%6,685CommonSOLE
38141G104GSGoldman Sachs$1.5M0.55%1,663CommonSOLE
580135101MCDMcDonalds Corp.$1.4M0.51%4,492CommonSOLE
166764100CVXChevron Corp.$1.3M0.48%8,449CommonSOLE
921909768VXUSVgd Total Int'l Stock ETF$1.3M0.47%16,800CommonSOLE
885160101THOThor Industries$1.2M0.46%11,885CommonSOLE
525327102LDOSLeidos Holdings$1.2M0.44%6,482CommonSOLE
30303m102Meta Platforms$1.2M0.44%1,765CommonSOLE
609207105MDLZMondelez Int'l$1.2M0.43%21,375CommonSOLE
502441306LVMUYLVMH ADR$1.1M0.41%7,340CommonSOLE
231561101CWCurtiss-Wright Corp.$1.1M0.41%2,000CommonSOLE
372460105GPCGenuine Parts$1.1M0.40%8,770CommonSOLE
73278L105POOLPool Corp.$1.0M0.39%4,500CommonSOLE
127097103CTRACoterra Energy$925,4110.35%35,160CommonSOLE
20030N101CMCSAComcast Corp. A$917,1750.34%30,685CommonSOLE
55825T103MSGSMSG Sports$909,1550.34%3,515CommonSOLE
580589109MGRCMcGrath Rentcorp$902,3980.34%8,600CommonSOLE
90353T100UBERUber Technologies, Inc.$897,5840.34%10,985CommonSOLE
097023105BABoeing Co.$839,6030.31%3,867CommonSOLE
907818108UNPUnion Pacific$818,1790.31%3,537CommonSOLE
608190104MHKMohawk Industries$749,2510.28%6,855CommonSOLE
922042858VWOVgd Emerging Mkts ETF$719,0400.27%13,375CommonSOLE
808524797SCHDSchwab US Dividend ETF$707,8310.27%25,805CommonSOLE
713448108PEPPepsiCo, Inc.$681,7200.26%4,750CommonSOLE
89417E109TRVTravelers, Inc.$648,2840.24%2,235CommonSOLE
922908611VBRVgd Small-Cap Value ETF$635,3700.24%3,000CommonSOLE
060505104BACBank of America$615,0650.23%11,183CommonSOLE
808524805SCHFSchwab Int'l Equity ETF$608,8130.23%25,325CommonSOLE
H2927K103AMRZAmrize Ltd$607,0480.23%11,225CommonSOLE
09290D101BLKBlackRock, Inc.$572,6320.21%535CommonSOLE
921932828VIOOVgd S&P Sm Cap 600 ETF$555,9100.21%5,010CommonSOLE
501044101KRKroger Company$552,0110.21%8,835CommonSOLE
384637104GHCGraham Holdings$549,3000.21%500CommonSOLE
808524201SCHXSchwab Large-Cap ETF$542,1020.20%20,145CommonSOLE
00724F101ADBEAdobe Inc.$486,1360.18%1,389CommonSOLE
737446104POSTPost Holdings$475,4400.18%4,800CommonSOLE
466032109JJSFJ & J Snack Foods$451,8500.17%5,000CommonSOLE
g1151c101Accenture PLC$415,3280.16%1,548CommonSOLE
047726302BATRKAtlanta Braves Holdings$408,3070.15%10,350CommonSOLE
717081103PFEPfizer Inc.$396,2830.15%15,915CommonNONE
75513E101RTXRTX Corporation$382,7560.14%2,087CommonSOLE
55826T102SPHRSphere Entertainment$380,3200.14%4,000CommonSOLE
513272104LWLamb Weston$370,0980.14%8,835CommonSOLE
742718109PGProcter & Gamble$359,9950.13%2,512CommonSOLE
922042718VSSVgd Int'l Small-Cap ETF$358,3250.13%2,500CommonSOLE
535555106LNNLindsay Corp.$353,6100.13%3,000CommonSOLE
258278100DORMDorman Products$307,9750.12%2,500CommonSOLE
16119P108CHTRCharter Communications$285,5700.11%1,368CommonSOLE
921946406VYMVgd Hi Div ETF$279,1460.10%1,945CommonSOLE
00206r102AT&T Corp.$263,3040.10%10,600CommonSOLE
58733R102MELIMercadoLibre, Inc.$261,8540.10%130CommonSOLE
01973R101ALSNAllison Transmission$244,7500.09%2,500CommonSOLE
718546104PSXPhillips 66$243,2400.09%1,885CommonSOLE
624756102MLIMueller Industries, Inc.$229,6000.09%2,000CommonSOLE
477839104JBTMJBT Marel Corp.$226,0050.08%1,500CommonSOLE
079823100BRBR1USDBellRing Brands$200,4750.08%7,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.